GT
EXE

Greenleaf Trust’s Expand Energy Corp EXE Stock Holding History

Greenleaf Trust’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Sell
3,140
-70
-2% -$6.65K ﹤0.01% 713
2026
Q1 		$352K Sell
3,210
-393
-11% -$42K ﹤0.01% 596
2025
Q4 		$398K Buy
3,603
+389
+12% +$43.1K ﹤0.01% 561
2025
Q3 		$341K Sell
3,214
-422
-12% -$42.3K ﹤0.01% 600
2025
Q2 		$425K Sell
3,636
-159
-4% -$17.7K ﹤0.01% 531
2025
Q1 		$422K Buy
3,795
+274
+8% +$28.5K ﹤0.01% 540
2024
Q4 		$351K Buy
+3,521
New +$325K ﹤0.01% 602

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Greenleaf Trust's EXE Position: Q2 2026 in Review

Greenleaf Trust reduced its Expand Energy Corp (EXE) stake by 2.2% in Q2 2026, selling an estimated $6.65K and leaving 3,140 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Greenleaf Trust first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q2 2025. 133 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Greenleaf Trust held 3,140 shares of Expand Energy Corp worth $286K as of Q2 2026.
  • Greenleaf Trust sold 70 Expand Energy Corp shares in Q2 2026, an estimated $6.65K.
  • Expand Energy Corp made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #713 holding.
  • Greenleaf Trust first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Greenleaf Trust's Expand Energy Corp position peaked at $425K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.